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Sigma Planning Corp’s Moelis & Co MC Stock Holding History

Sigma Planning Corp’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,045
Closed -$386K – 1303
2023
Q1 		$386K Sell
10,045
-106
-1% -$4.55K 0.01% 911
2022
Q4 		$390K Buy
10,151
+579
+6% +$23.5K 0.01% 865
2022
Q3 		$324K Sell
9,572
-1,330
-12% -$55.7K 0.01% 920
2022
Q2 		$429K Sell
10,902
-10,342
-49% -$451K 0.01% 817
2022
Q1 		$997K Buy
21,244
+6,482
+44% +$337K 0.03% 537
2021
Q4 		$923K Buy
14,762
+3,254
+28% +$218K 0.03% 582
2021
Q3 		$712K Sell
11,508
-25
-0.2% -$1.5K 0.02% 667
2021
Q2 		$656K Buy
11,533
+3,184
+38% +$173K 0.02% 719
2021
Q1 		$458K Buy
+8,349
New +$447K 0.01% 798

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sigma Planning Corp's MC Position: Q2 2023 in Review

Sigma Planning Corp sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 10,045 shares — an estimated $386K sold.

Sigma Planning Corp first reported a position in MC in Q1 2021 and held it in 9 quarters. The position peaked at $997K in Q1 2022. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

  • Sigma Planning Corp reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 10,045 Moelis & Co shares in Q2 2023, an estimated $386K.
  • Sigma Planning Corp first reported a position in Moelis & Co in Q1 2021 and held it in 9 quarters.
  • Sigma Planning Corp's Moelis & Co position peaked at $997K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.